-- キャピタランド・アスコット・トラスト（SGX:HMN）は、第1四半期の分配金収入が「比較的安定」であったと報告した。これは、改装工事のためザ・キャベンディッシュ・ロンドンとマディソン・ハンブルクが閉鎖されたことによる粗利益の減少を、売却益が相殺したことによるものだ。 シンガポール証券取引所への月曜日の提出書類によると、1月から3月までの期間における1ユニット当たりの収益は前年同期比1%増加した。 3月31日現在、総資産は89億シンガポールドルで、16カ国106物件、19,000ユニットを保有している。
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SLB's Production Exposure, Data Center Solutions, Digital Segment to Support Earnings in 2026, Morgan Stanley Says
SLB's (SLB) production-focused exposure, growth in Data Center Solutions, and its Digital segment will support earnings durability in 2026, with additional leverage to recovery in 2027 to 2028, Morgan Stanley said Monday.Management framed Q1 as a disruptive reset rather than a demand issue, with Middle East outages weighing on short-term results but not the underlying upcycle, the brokerage said.SLB forecasts a gradual recovery in the Middle East, with restoration activity a near-term driver followed by capacity expansion to replenish lost supply, according to the note.Management expects mid-to-high single digit international growth excluding the Middle East in Q2, with strength across multiple basins countering regional declines, the brokerage added.For full-year 2026, SLB reiterated its capital investment plan of about $2.5 billion and shareholder returns of more than $4 billion despite short-term volatility, with growth led by international markets, as well as digital and production-oriented businesses, according to the note.Morgan Stanley maintained an overweight rating on SLB and raised the price target to $57 from $55.Price: $55.61, Change: $-0.55, Percent Change: -0.97%
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Canada's Q1 Retail Sales Strong But Tame Inflation to Keep the BoC From Hiking Rates, Rosenberg Says
Canadian retail sales rang in "solidly" but softer than expected in February, growing 0.7% month over month against a forecast of 0.9%, said Rosenberg Research after Friday's data.The "crucial" excluding auto sector also grew less than expected at 0.5% month over month versus 0.8% forecast, noted Rosenberg.Despite the below-forecasted print, these are still solid numbers, with Canadian retail sales showing clear strength overall, stated Rosenberg. The problem is that this is "stale" data, as it precedes the Iran conflict and the subsequent shock to gasoline prices.It's reasonable to expect much lower growth over the next few months, it pointed out.That said, the flash estimate for March came in at a "solid" 0.6% month-over-month growth, meaning that the first quarter as a whole is on pace for an increase of 8.5% on an annualized basis. That would be the fastest pace since Q4 2024 and is a strong build-in for the retail component ahead of Canada's monthly gross domestic product release on Thursday, added Rosenberg.Rosenberg is slightly skeptical that the March number will be quite that strong, given the gasoline price shock, but Q1 retail sales overall were clearly "solid."If, as Rosenberg expects, the Canadian economy is headed for an energy-shock-related speedbump in the spring, there's nothing that would suggest the Bank of Canada needs to hike at all. Pre-war inflation trendlines were all fine, and the most rate-sensitive sectors of the economy are "far from healthy."
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Wells Fargo Adjusts Domino's Pizza Price Target to $350 From $400, Maintains Equal Weight Rating
Domino's Pizza (DPZ) has an average rating of overweight and mean price target of $460.66, according to analysts polled by FactSet.(covers equity, commodity and economic research from major banks and research firms in North America, Asia and Europe. Research providers may contact us here: https://www..com/contact-us)Price: $333.05, Change: $-35.13, Percent Change: -9.54%
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